Alex Edelman Email & Phone Number
Executive Director, Investment Strategy, Custom Core @ Parametric
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Alex Edelman Location
- Boston, MA, US
Alex Edelman Work
- Executive Director, Investment Strategy, Custom Core @ (July 2022 - Present)
- Client Portfolio Manager - Customized Tax-Managed Equity @ (December 2021 - June 2022)
- Vice President, Senior Portfolio Specialist @ (June 2011 - December 2021)
- Vice President, Platform Distribution @ (May 2005 - June 2011)
- Vice President, Investment Strategy Consultant @ (July 2003 - May 2005)
- Investment Marketing Manager @ (January 1998 - January 2002)
- Internal Wholesaler @ eaton vance (January 1992 - January 1997)
Alex Edelman Education
- University of Massachusetts Amherst
(Finance)
1980-1984
Alex Edelman Skills
- Mutual Funds
- Investments
- Portfolio Management
- Financial Advisory
- Retirement
- Due Diligence
- Investment Strategies
- Asset Allocation
- Equities
- Hedge Funds
- Investment Management
- Fixed Income
- Asset Management
- Wealth Management
- Series 7
- Alternative Investments
- Series 63
- Separately Managed Accounts
- Leadership
- Social Media
- Financial Analysis
- Project Management
- Trading
Alex Edelman Summary
- Alex Edelman, based in Boston, MA, US, is currently a Executive Director, Investment Strategy, Custom Core at Parametric. Alex Edelman brings experience from previous roles at Invesco US and Columbia Threadneedle Investments. Alex Edelman holds a 1980 - 1984 University of Massachusetts Amherst. With a robust skill set that includes Mutual Funds, Investments, Portfolio Management, Financial Advisory, Retirement and more. Alex Edelman has 2 emails and 2 mobile phone numbers on RocketReach.
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